SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 121 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 0.91 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,985 | -86.2% | 100 | -85.7% | 0.00% | – |
| Q2 2023 | $36,190 | -56.9% | 700 | -65.0% | 0.00% | – |
| Q3 2022 | $84,000 | +1100.0% | 2,002 | +1217.1% | 0.00% | – |
| Q1 2016 | $7,000 | -93.4% | 152 | -92.9% | 0.00% | -100.0% |
| Q4 2015 | $106,000 | +6.0% | 2,152 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $100,000 | +203.0% | 2,152 | +214.2% | 0.00% | 0.0% |
| Q3 2014 | $33,000 | 0.0% | 685 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $33,000 | -47.6% | 685 | -51.1% | 0.00% | 0.0% |
| Q4 2013 | $63,000 | +425.0% | 1,400 | +366.7% | 0.00% | – |
| Q3 2013 | $12,000 | – | 300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 1,372,248 | $109,286,000 | 41.49% |
| Evergreen Advisors, LLC | 978,722 | $77,945,000 | 35.63% |
| Strid Group, LLC | 1,087,067 | $86,574,000 | 26.48% |
| Evensky & Katz LLC | 2,417,877 | $192,560,000 | 26.10% |
| SYM FINANCIAL Corp | 388,518 | $30,942,000 | 23.17% |
| AGILIS PARTNERS LLC | 655,927 | $52,238,000 | 19.58% |
| Madden Advisory Services, Inc. | 250,656 | $19,962,000 | 19.02% |
| JBJ Investment Partners, LLC | 867,252 | $69,068,000 | 18.06% |
| Hanson & Doremus Investment Management | 758,369 | $60,397,000 | 18.03% |
| Callan Capital, LLC | 934,805 | $74,448,000 | 16.71% |